Hello,
I also have an issue with TT recognizing the portion of my 401K rollover that is to a Roth IRA (as income).
My 1099R-
Box 1 435,383.19
Box 2A- 0
Box 2B- total Distribution is checked
Box 5- 17,830.84 (roth portion of total distribution)
Box 7- Code G
I have already filed before I realized TT was not picking the Roth portion as taxable income.
I plan to amend my return and was looking for some guidance.
Do I delete the original 1099 R and split it into 2 1099 R's?
1st 1099 R-
Box 1 435,383.19
Box 2A- 0
Box 2B- Total Distribution
Box 5- 0
Box 7 G
2nd 1099R
Box 1 17830.84
Box 2A 17830.84
Box 2B- total distributio
Box 5 17830.84
Box 7 - G
Any help would be appreciated.
